Nvidia's H200s are flowing to China again, at 13% of the legal limit
ByteDance and Tencent each received about 10,000 Nvidia H200 chips. US licences permit 75,000 per customer. The gap says more than the approval did.
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#Export Controls
3 articles
TECHi reporting and analysis covering Export Controls. 3 articles, newest first.
Z.ai built a gigawatt of AI compute with no Nvidia inside
Bloomberg says Z.ai switched on a ~1GW data center running only Chinese chips to train GLM. What it means for export controls, open models, and Nvidia's China thesis.
Washington Thinks China Has ASML's Best Machine. ASML Says It's Impossible.
US officials suspect a top ASML EUV machine reached China; ASML denies it. What the export-control overhang means for ASML stock and the semicap rally.